Civic Intelligence

Copley Square Charitable Trust

990 • Fiscal year 2022 • EIN 04-6710799

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization ProfileN/A
9 Ocean Heights RdNewport, RI 02840

(617) 501-6029

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.06x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

41st percentile

2.4%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,285,600

Down $521,800 (-19%) from 2021

Net Assets

Down

$2,284,600

Down $522,800 (-19%) from 2021

Liabilities

Up

$1,000

Up $1,000 from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin41st percentile

Revenue

Down

$16,700

Down $362,100 (-96%) from 2021

Expenses

Down

$16,300

Down $126,400 (-89%) from 2021

Net Income

Down

$400

Down $235,700 (-100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,523,500Liabilities 2010: $0Net Assets 2010: $1,523,5002010Assets 2011: $1,495,000Liabilities 2011: $0Net Assets 2011: $1,495,0002011Assets 2012: $1,661,200Liabilities 2012: $0Net Assets 2012: $1,661,2002012Assets 2013: $1,948,300Liabilities 2013: $0Net Assets 2013: $1,948,3002013Assets 2014: $1,916,100Liabilities 2014: $0Net Assets 2014: $1,916,1002014Assets 2015: $1,804,300Liabilities 2015: $0Net Assets 2015: $1,804,3002015Assets 2016: $1,827,700Liabilities 2016: $0Net Assets 2016: $1,827,7002016Assets 2017: $2,160,200Liabilities 2017: $0Net Assets 2017: $2,160,2002017Assets 2018: $1,857,300Liabilities 2018: $0Net Assets 2018: $1,857,3002018Assets 2019: $2,252,500Liabilities 2019: $0Net Assets 2019: $2,252,5002019Assets 2020: $2,653,500Liabilities 2020: $0Net Assets 2020: $2,653,5002020Assets 2021: $2,807,400Liabilities 2021: $0Net Assets 2021: $2,807,4002021Assets 2022: $2,285,600Liabilities 2022: $1,000Net Assets 2022: $2,284,6002022Assets 2023: $2,732,300Liabilities 2023: $1,000Net Assets 2023: $2,731,3002023Assets 2024: $3,061,000Liabilities 2024: $1,000Net Assets 2024: $3,060,0002024

Highlighted filing

2022

Assets$2,285,600
Liabilities$1,000
Net Assets$2,284,600
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $9,6002010Expenses 2011: $32,5002011Expenses 2012: $36,9002012Revenue 2013: $100,000Expenses 2013: $13,700Net Income 2013: $86,3002013Revenue 2014: $123,300Expenses 2014: $117,100Net Income 2014: $6,2002014Revenue 2015: $107,000Expenses 2015: $98,600Net Income 2015: $8,4002015Revenue 2016: $87,600Expenses 2016: $106,900Net Income 2016: -$19,3002016Revenue 2017: $129,900Expenses 2017: $16,500Net Income 2017: $113,4002017Revenue 2018: $265,400Expenses 2018: $177,600Net Income 2018: $87,8002018Revenue 2019: $20,400Expenses 2019: $14,800Net Income 2019: $5,6002019Revenue 2020: $155,400Expenses 2020: $15,115Net Income 2020: $140,2852020Revenue 2021: $378,800Expenses 2021: $142,700Net Income 2021: $236,1002021Revenue 2022: $16,700Expenses 2022: $16,300Net Income 2022: $4002022Revenue 2023: $87,700Expenses 2023: $16,200Net Income 2023: $71,5002023Revenue 2024: $289,200Expenses 2024: $19,200Net Income 2024: $270,0002024

Highlighted filing

2022

Revenue$16,700
Expenses$16,300
Net Income$400
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$506,800
Mission and Program Overview

Mission

Investment Income Generation

Generation of investment income in support of the Friends of Copley Square, Inc. A 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,807,400$2,285,600▼ $521,800
Total Assets$2,807,400$2,285,600▼ $521,800
Liabilities
Accounts Payable and Accrued Expenses-$1,000-
Total Liabilities$0$1,000▲ $1,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,807,400$2,284,600▼ $522,800
Total Net Assets Fund Balance$2,807,400$2,284,600▼ $522,800
Total Liabilities and Net Assets / Fund Balance$2,807,400$2,285,600▼ $521,800

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,807,400---$2,807,400
2021$2,653,500-▲ $279,900-$2,807,400
2020$2,252,500-▲ $402,000-$2,653,500
2019$2,248,000-▲ $5,500-$2,252,500
2018$2,160,200-▲ $248,800-$2,248,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Brickley NancyTrustee
Cook ChristopherTrustee
Crosby FrankTrustee
Donahue DanTrustee
Fonseca LeoTrustee
Manizer-Cohen MeganTrustee
Osgood ChrisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,700
Other Revenue
$0
Change in Net Assets
$400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$15,300$0$15,300
Fees for Services Accounting$0$1,000$0$1,000
Total Functional Expenses$0$16,300$0$16,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of Copley SqBoston, MA-Operations-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Copley Square Charitable Trust
EIN
04-6710799
Phone
6175016029
Address
9 Ocean Heights Rd, Newport, RI 02840

Signing Officer

Name
Nancy Brickley
Title
Trustee
Phone
6175016029
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Brickley
Formed
1992
Legal Domicile
Ri
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
David Asadoorian CPA
Address
67 Peter Spring Rd, Concord, MA 01742
Preparer
David Asadoorian CPA
Phone
9783712599
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Members of the Board of Trustees are elected by the sitting trustees.”

Pt VI, Line 11B

“The Board of Trustees has delegated review of Form 990 to a member of the Board.”

Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsEOYAmt02285600
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001742
ReturnHeader/PreparerPersonGrp/PhoneNum09783712599
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Asadoorian CPA
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ReturnHeader/ReturnTs02023-09-27T14:18:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,285,600
Liabilities
$1,000
Net assets
$2,284,600
Revenue
$16,700
Expenses
$16,300
Net income
$400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.00$3.06$0.29$0.02$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$0.02$0.02$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.38$0.14$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.16$0.02$0.14
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.02$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.27$0.18$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.13$0.02$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.09$0.11$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.11$0.10$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.92$0.00$1.92$0.12$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10$0.01$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.01